Matthew S Sopher
Investment Adviser Representative at Intrack Investment Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew S. Sopher is an investment adviser representative with Intrack Investment Management, Inc. in South Burlington, VT, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Hampshire and Vermont.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mercer A Marsh Mclennan BusinessJul 2022 – no end date reportedNew York City, NY
- THE Guardian LIFE Insurance Company OF AmericaMay 2015 – Jul 2022New York City, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Intrack Investment Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.01
- First $3,000,0001.00%
- $3,000,000.01 to $5,000,0000.85%
- $5,000,000.01 to $7,500,0000.75%
- Over $7,500,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, investment management, and wealth management including estate structures, legacy planning, and holistic financial planning
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- South Burlington, VT
- SEC file number:
- 801-79488
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Intrack Investment Management, Inc.
3 other advisors in the directory
Similar advisors in South Burlington, VT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew S Sopher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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